--- title: "Customers : Convert Member Records To Customer " description: member, customer, delete, account, profile, --- [Skip to content](https://support.clubcaddie.com/customers-convert-member-records-to-customer-#main-content) English Show submenu for translations [![CC fiserv. 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Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Customers](https://support.clubcaddie.com/customers?hsLang=en) December 19, 2025 # Customers : Convert Member Records To Customer ## Article Contents: This article contains step-by-step instructions on how to convert a member record into a customer profile.  Example Scenario: A member cancels their membership and the club wants to keep their contact record for future marketing and tee time bookings. Staff opens the profile, checks the Membership Ledger, and confirms there is no remaining balance. They delete the member using the Action menu and confirm the change. The profile is now treated as a customer record, so the person is no longer listed as an active member but can still be searched and used for standard customer activity. **Step-by-Step:** **Step 1:** Click the **Customer** module to access member and customer records. ![Navigate to Customers Section](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F1QxsX54WgwrD42NtEKFAEW_doc.png?alt=media&token=2f4537e8-32a8-45b2-a22d-e0e7af98c48d&time=1765990225779) **Step 2:** Use the search to find the member you want to convert, then click their profile to open it. ![Select Member by ID](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2Fbb31gxYGLH7Zi9hVtKJhRW_doc.png?alt=media&token=7ed6af50-3957-4821-9a08-dc2f5f06ab5c&time=1765990225780) **Step 3:** In the member profile, under the **Membership** tab, click the **LEDGER** tab to view transactions tied to the membership. ![Open Ledger Tab](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F2fymL57DXLzxeFaLZtM3Gf_doc.png?alt=media&token=a268ddf8-1abf-4103-b38f-cadaf7d52c96&time=1765990225781) **Step 4:** Here you will need to make sure the balance is $0. If not, and you try to delete, you will receive an error message. ![Select Ledger Entry](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F7j3PpAweNDdZfJ75rAMdfr_doc.png?alt=media&token=8f79586e-d4b1-40fe-a498-f39161b16b47&time=1765990225782) **![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-Dec-17-2025-05-01-12-2386-PM.png?width=419&height=166&name=image-png-Dec-17-2025-05-01-12-2386-PM.png) Step 5:** Click the **Action (⋮)** menu, then click **Delete** to remove the selected member ledger entry. ![Open More Options Menu](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F6c9XxgbCfdDfHfPfTbqDgK_doc.png?alt=media&token=93ce0c81-8831-47ff-af7d-44593498a4c4&time=1765990225783) **![Choose Delete Option](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2FiEnn8BDQAMMm7c2HDyBBLb_doc.png?alt=media&token=3b794576-5bf0-459d-a845-ddc615d6d797&time=1765990225783) Step 6:** Click **Yes** to confirm. 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